Biotech Values

[jq1234]

I think it is 1). Large uptake in GT1 patients right now just takes away from future GT1 patients when oral combos are available. The peak estimate is HUGE already, since most expect GILD to take 80 or even 90% market share already, thus if ABBV/ENTA do just a little bit better than expected, GILD has to make up by expanding overall market. So it is not risk free from here IMO which is why GILD doesn't move with huge script numbers week after week.